证券代码：300463 证券简称：迈克生物 公告编号：2025-072 迈克生物股份有限公司 关于公司持股 5%以上股东及其一致行动人 权益变动触及 1%整数倍的提示性公告 股东郭雷先生及其一致行动人上海阿杏投资管理有限公司-阿杏延安 20 号私募证券投 资基金、上海阿杏投资管理有限公司-阿杏延安 22 号私募证券投资基金计划保证向公司提 供的信息内容真实、准确和完整，没有虚假记载、误导性陈述或者重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 迈克生物股份有限公司（以下简称"公司"或"迈克生物"）于 2025 年 6 月 25 日披露了《关 于公司持股 5%以上股东及其一致行动人减持计划的预披露公告》，公司持股 5%以上股东郭雷 先生及其一致行动人上海阿杏投资管理有限公司-阿杏延安 20 号私募证券投资基金、上海阿杏 投资管理有限公司-阿杏延安 22 号私募证券投资基金计划自 2025 年 7 月 17 日至 2025 年 10 月 14 日（窗口期不减持），合计通过集中竞价方式减持公司股份 5,973,328 股、大宗交易方式减 持不超过 10,354,600 股公司股份，即 ...

Group 1 - The core viewpoint of the article highlights that Maike Bio (300463.SZ) is leveraging AI technology to innovate in the medical field, particularly through its "Smart Laboratory" platform [2] - The company has achieved full-process automation in blood collection management, sample processing, and result interpretation, creating a closed-loop system of "smart testing - smart management - smart operation" [2] - Maike Bio is currently applying AI and big data models to various projects, including urine, blood cell, and pathology tests, and is exploring broader applications of AI in the medical sector [2]

Group 1 - The stock of Mike Bio increased by 0.86%, closing at 12.93 yuan, with a significant block trade occurring on August 25 [1] - The block trade involved a total volume of 4.3046 million shares, amounting to 49.6751 million yuan, with a discount rate of -10.75% [1] - The buyer was from China Merchants Securities, while the seller was from China Galaxy Securities [1] Group 2 - Over the past three months, Mike Bio has recorded two block trades with a total transaction value of 53.1161 million yuan [1] - In the last five trading days, the stock has seen a cumulative increase of 2.13%, with a net outflow of 1.1592 million yuan in principal funds [1]

证券日报网讯 迈克生物8月22日在互动平台回答投资者提问时表示，目前迈小颜仍处于初创阶段，公司 旨在尝试探索生物化学技术与皮肤健康管理的有机结合，公司主业仍聚焦于体外诊断产品的研发、生 产、销售和相关服务。敬请广大投资者谨慎决策，注意投资风险。 （编辑 王雪儿） ...

Core Viewpoint - The company, Maike Bio, has highlighted its capabilities in providing a series of fertility-related testing reagents through its immunology and rapid testing platforms, which are compatible with various automated chemiluminescence immunoassay analyzers [1] Group 1 - The company offers a series of fertility-related testing reagents under its immunology platform and rapid testing platform [1] - The immunology platform reagents are compatible with fully automated chemiluminescence immunoassay analyzers including models i6000, i3000, i1000, and i800 [1] - The reproductive hormone series tests are recommended by guidelines related to assisted reproduction, and the company possesses the corresponding reagents and supporting instruments [1]

证券代码：300463 证券简称：迈克生物 公告编号：2025-071 迈克生物股份有限公司（以下简称"公司"或"迈克生物"）于 2025 年 6 月 25 日披露了《关 于公司持股 5%以上股东及其一致行动人减持计划的预披露公告》，公司持股 5%以上股东郭雷 先生及其一致行动人上海阿杏投资管理有限公司-阿杏延安 20 号私募证券投资基金、上海阿杏 投资管理有限公司-阿杏延安 22 号私募证券投资基金计划自 2025 年 7 月 17 日至 2025 年 10 月 14 日（窗口期不减持），合计通过集中竞价方式减持公司股份 5,973,328 股、大宗交易方式减 持不超过 10,354,600 股公司股份，即不超过公司当前总股本(扣除回购专用账户持有股份数量 后)的 2.68%。详见公司披露于巨潮资讯网 (www.cninfo.com.cn)的相关公告，公告编号： 2025-055。 近日，公司收到持股 5%以上股东郭雷先生及其一致行动人的《关于减持公司股份计划进 展情况的告知函》，获悉自本次减持计划可交易日（2025 年 7 月 17 日）起至 2025 年 8 月 21 日（含），持股 5%以上股东郭雷先 ...

证券日报网讯迈克生物8月14日在互动平台回答投资者提问时表示，公司积极推动智慧化实验解决方案 的落地，已签单多家医疗机构、第三方实验室。公司根据智慧化实验室推进进度，做好了供应链储备。 （文章来源：证券日报） ...

Market Overview - The Shanghai Composite Index is at 3636.69 points, slightly down by 0.08%, with a total trading volume of 802.9 billion yuan [1] - 21 A-shares have surpassed their annual line today, with notable stocks showing significant deviation rates [1] Stocks with Significant Deviation Rates - *ST Yitong has a deviation rate of 2.59%, with a price increase of 4.74% and a turnover rate of 2.93% [1] - Landun Optoelectronics shows a deviation rate of 1.97%, with a price increase of 6.14% and a turnover rate of 10.07% [1] - Guodian Power has a deviation rate of 1.53%, with a price increase of 1.52% and a turnover rate of 0.48% [1] Stocks with Smaller Deviation Rates - Pumen Technology and Jinlang Technology have just crossed the annual line with minor deviation rates of 0.06% and 0.13% respectively [2] - Longi Green Energy has a deviation rate of 0.20%, with a price increase of 0.25% [2]

Summary of the Conference Call for Mike Biologics Company Overview - **Company**: Mike Biologics - **Period**: First half of 2025 Key Points Financial Performance - **Revenue**: 10.75 billion, a decrease of 15.94% year-on-year [3] - **Net Profit**: 0.34 billion, down 83.12% year-on-year [3] - **Credit Impairment Losses**: Increased by over 22 million, reflecting industry conditions and extended accounts receivable periods [2][3] Product Performance - **Self-Produced Products**: Account for over 80% of revenue, totaling 8.72 billion, showing relative stability despite a year-on-year decline [2][4] - **Agent Business**: Revenue from agent products significantly decreased due to business divestiture [2][4] - **Instrument Sales**: Increased by 44.48% year-on-year [6] - **Reagent Sales**: Totaled 7.65 billion, down 10.86% year-on-year; immunological products saw significant sales growth [6] Market Dynamics - **Industry Competition**: Intensified due to policy changes, leading to a shift from incremental to stock market competition [5] - **Testing Volume**: Overall testing numbers remained stable or slightly increased, with biochemical testing down approximately 2% and immunological testing up nearly 10% [23][25] Strategic Initiatives - **Smart Laboratory Promotion**: Aimed at improving efficiency and output to counteract hospital cost pressures; 16 contracts signed, with 7 delivered [7][9][17] - **Investment in AI and System Solutions**: Focus on enhancing smart laboratory capabilities, with expected annual output growth [10][14] Challenges and Responses - **Cost Control**: Despite price reductions from centralized procurement, the average gross margin for self-produced products remains around 80% due to effective cost management [13] - **Policy Impact**: Ongoing effects from centralized procurement and unbundling policies are expected to continue affecting revenue until at least 2025-2027 [20][29] Future Outlook - **Market Strategy**: Focus on clinical terminal medical institutions and smart laboratory solutions to capture 20%-30% of secondary and tertiary hospitals [32] - **Long-term Growth**: Emphasis on smart laboratory development as a key strategic direction for future growth [8][14] Additional Insights - **International Approvals**: Obtained 2,500 to 2,700 overseas approvals, with manageable costs [19] - **Agent Business Outlook**: Expected to stabilize around 3 billion by the end of 2025, with ongoing integration into smart laboratory projects [22] This summary encapsulates the essential insights from the conference call, highlighting the financial performance, product dynamics, strategic initiatives, challenges, and future outlook for Mike Biologics.

Financial Performance - In the first half of 2025, the company achieved operating revenue of 1.075 billion CNY, a year-on-year decrease of 15.94% [2] - Net profit attributable to shareholders was 34 million CNY, down 83.12% year-on-year, while net profit excluding non-recurring items was 63 million CNY, a decrease of 68.24% [2] - The decline in revenue was primarily due to a reduction in agency product sales and increased competition in the domestic in vitro diagnostic market [2][4] Revenue Breakdown - Agency product sales revenue was approximately 200 million CNY, with an expected total for the year between 400-500 million CNY, projected to stabilize around 300 million CNY [10] - Self-owned product sales revenue was 872 million CNY, a decrease of 60 million CNY, representing a decline of 6.49% [2] - Self-owned instrument sales revenue reached 107 million CNY, a year-on-year increase of 44.48%, while self-owned reagent sales revenue was 765 million CNY, down 10.86% [6] Industry Analysis - The industry is experiencing intensified competition due to policy changes, shifting from an incremental market to a stock market [5] - The average ex-factory prices of biochemical, immunological, and clinical testing reagents have decreased due to increased competition [6] - The overall testing volume for biochemical tests decreased by 2%, while immunological tests increased by approximately 10% [10] Strategic Focus - The company is prioritizing the development of smart laboratories, which are expected to help hospitals reduce costs and improve efficiency [11] - A total of 16 smart laboratories have been signed, with 7 delivered, indicating a strong market acceptance [9] - The company aims to enhance its market share through existing products while focusing on long-term development strategies [9] Future Outlook - The current policy environment is expected to exert pressure on performance in the short term, but the company is adapting its strategy to focus on smart laboratory solutions [15] - The impact of collection policies on the sales of biochemical reagents is anticipated to stabilize over the next two years [10] - The company is well-positioned to leverage its capabilities in smart laboratory solutions, which are recognized by secondary and tertiary hospitals [13]